FALZX Mutual Fund

FALZX Mutual Fund

NAV$10.09
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+1.05%
3 Months
+2.91%
6 Months
+2.61%
YTD
+2.51%
1 Year
+7.41%
3 Years (annualized)
+3.72%
5 Years (annualized)
+0.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FALZX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+2.51%
Peer Avg (YTD)
+1.79%
vs Peers
+0.73%

FALZX Mutual Fund Performance

FALZX performance across multiple time periods: 1-month 1.05%, YTD 2.51%, 1-year 7.41%, 3-year 3.72%, 5-year 0.60%.

FALZX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

FALZX performance comparison shows side-by-side returns with another fund. FALZX alternatives are available in the Mutual Fund Screener.